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The Analysis of Hilltop Partners LLC's Holdings & P&L

Currently, Hilltop Partners LLC holds 126 types of securities in its portfolio with a total value $389.7M. In the most recent quarter, they have increased their positions in DBEF (+315.0K shares, valued at $15.6M), AMZN (+7.3K shares, valued at $1.5M), FITB (+22.7K shares, valued at $1.1M); decreased their positions in IJH (-216.5K shares, valued at $14.6M), XOM (-6.1K shares, valued at $1.0M), VTV (-2.6K shares, valued at $510.1K); initiated new positions in FITB (+22.7K shares, valued at $1.1M), EFT (+26.3K shares, valued at $476.2K), BP (+4.5K shares, valued at $210.1K).

1M P&L

+12.5M+3.27%

3M P&L

+12.6M+3.29%

HY P&L

+28.9M+7.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A268.4M

72.5%

2Drug Manufacturers - General10.7M

2.9%

3Consumer Electronics9.4M

2.5%

Top Industries by Stock Count

1N/A56 stocks

50.0%

2Drug Manufacturers - General3 stocks

2.7%

3Credit Services3 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VONE VANGUARD RUSSELL 1000 ETF250.9K shares0.96%2026-03-312026-05-12

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF924.4K shares51.69%2026-03-312026-05-12

VTV VANGUARD VALUE ETF167.9K shares-1.52%2026-03-312026-05-12

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF145.7K shares2.13%2026-03-312026-05-12

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF575.5K shares4.65%2026-03-312026-05-12

ICVT ISHARES CONVERTIBLE BOND ETF93.3K shares1.69%2026-03-312026-05-12

SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF232.5K shares6.26%2026-03-312026-05-12

GHYG ISHARES US & INTL HIGH YIELD CORP BOND ETF203.0K shares3.53%2026-03-312026-05-12

Sponsored

AAPL APPLE INC COM36.0K shares4.06%2026-03-312026-05-12

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF139.1K shares4.19%2026-03-312026-05-12

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF187.0K shares6.45%2026-03-312026-05-12

XOM EXXON MOBIL CORP COM50.1K shares-10.82%2026-03-312026-05-12

NVDA NVIDIA CORPORATION COM34.4K shares1.65%2026-03-312026-05-12

IJH ISHARES CORE S&P MID-CAP ETF88.1K shares-71.07%2026-03-312026-05-12

AMZN AMAZON COM INC COM26.5K shares38.28%2026-03-312026-05-12

MSFT MICROSOFT CORP COM14.8K shares17.05%2026-03-312026-05-12

Sponsored

LLY ELI LILLY & CO COM5.9K shares6.97%2026-03-312026-05-12

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF103.0K shares4.01%2026-03-312026-05-12

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF180.3K shares2.74%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON COM18.1K shares-5.75%2026-03-312026-05-12

BROADCOM INC COM BROADCOM INC COM14.3K shares10.72%2026-03-312026-05-12

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A14.7K shares4.04%2026-03-312026-05-12

PG PROCTER & GAMBLE CO COM28.2K shares5.86%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO COM13.7K shares5.41%2026-03-312026-05-12

Sponsored

FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF122.8K shares-3.30%2026-03-312026-05-12

MA MASTERCARD INCORPORATED CL A7.6K shares11.50%2026-03-312026-05-12

V VISA INC COM CL A12.4K shares11.07%2026-03-312026-05-12

META META PLATFORMS INC CL A6.4K shares4.55%2026-03-312026-05-12

WMT WALMART INC COM23.6K shares-1.67%2026-03-312026-05-12

NFLX NETFLIX INC. COM30.5K shares2.39%2026-03-312026-05-12

TSLA TESLA INC COM7.8K shares6.40%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW5.8K shares6.65%2026-03-312026-05-12

Sponsored

COST COSTCO WHOLESALE CORPORATION COM2.7K shares-4.47%2026-03-312026-05-12

ORCL ORACLE CORP COM17.8K shares26.23%2026-03-312026-05-12

EATON CORP PLC SHS EATON CORP PLC SHS7.3K shares0.00%2026-03-312026-05-12

USMV ISHARES MSCI USA MIN VOL FACTOR ETF21.4K shares-1.41%2026-03-312026-05-12

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF49.5K shares2.93%2026-03-312026-05-12

AMP AMERIPRISE FINL INC COM3.7K shares5.55%2026-03-312026-05-12

CSCO CISCO SYS INC COM20.6K shares-2.66%2026-03-312026-05-12

WPC WP CAREY INC COM21.9K shares-7.50%2026-03-312026-05-12

Sponsored

TJX TJX COS INC NEW COM8.7K shares7.80%2026-03-312026-05-12

MERCK & CO INC COM MERCK & CO INC COM11.3K shares-8.99%2026-03-312026-05-12

EOG EOG RES INC COM9.4K shares-14.50%2026-03-312026-05-12

APH AMPHENOL CORP CL A10.6K shares2.65%2026-03-312026-05-12

KO COCA COLA CO COM17.5K shares-5.11%2026-03-312026-05-12

HON HONEYWELL INTL INC COM5.8K shares-10.44%2026-03-312026-05-12

EMR EMERSON ELEC CO COM9.2K shares-2.53%2026-03-312026-05-12

FITB FIFTH THIRD BANCORP COM22.7K sharesnew addition2026-03-312026-05-12

Sponsored

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF11.7K shares-1.56%2026-03-312026-05-12

VTEB VANGUARD TAX-EXEMPT BOND ETF19.5K shares-12.87%2026-03-312026-05-12

SCHM SCHWAB U.S. MID-CAP ETF31.3K shares-3.68%2026-03-312026-05-12

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND10.7K shares0.00%2026-03-312026-05-12

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF18.9K shares-1.52%2026-03-312026-05-12

SPY STATE STREET SPDR S&P 500 ETF1.3K shares1.40%2026-03-312026-05-12

JBL JABIL INC COM3.2K shares1.61%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC COM4.9K shares0.00%2026-03-312026-05-12

Sponsored

SCHA SCHWAB U.S. SMALL-CAP ETF27.8K shares-0.99%2026-03-312026-05-12

ABBV ABBVIE INC COM3.7K shares1.82%2026-03-312026-05-12

SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF23.7K shares-1.58%2026-03-312026-05-12

MCD MCDONALDS CORP COM2.2K shares1.12%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS COM2.8K shares2.59%2026-03-312026-05-12

IYW ISHARES U.S. TECHNOLOGY ETF3.7K shares-0.57%2026-03-312026-05-12

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF7.3K shares0.00%2026-03-312026-05-12

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4.6K shares0.00%2026-03-312026-05-12

Sponsored

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF6.0K shares-3.55%2026-03-312026-05-12

VTI VANGUARD TOTAL STOCK MARKET ETF1.9K shares0.15%2026-03-312026-05-12

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF12.3K shares2.11%2026-03-312026-05-12

DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND10.7K shares0.00%2026-03-312026-05-12

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF11.9K shares-2.75%2026-03-312026-05-12

DSI ISHARES ESG MSCI KLD 400 ETF4.3K shares-0.53%2026-03-312026-05-12

AGG ISHARES CORE U.S. AGGREGATE BOND ETF5.0K shares-10.60%2026-03-312026-05-12

COHERENT CORP COM COHERENT CORP COM2.1K shares0.00%2026-03-312026-05-12

Sponsored

SAIA SAIA INC COM1.4K shares0.00%2026-03-312026-05-12

T AT&T INC COM16.6K shares4.28%2026-03-312026-05-12

EFT EATON VANCE FLOATING RATE IN26.3K sharesnew addition2026-03-312026-05-12

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF8.7K shares-2.65%2026-03-312026-05-12

IVV ISHARES CORE S&P 500 ETF696 shares2.65%2026-03-312026-05-12

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS3.6K shares11.46%2026-03-312026-05-12

MO ALTRIA GROUP INC COM6.6K shares0.78%2026-03-312026-05-12

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF5.4K shares-0.70%2026-03-312026-05-12

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF600 shares4.35%2026-03-312026-05-12

CAT CATERPILLAR INC COM591 shares0.00%2026-03-312026-05-12

ESGD ISHARES ESG AWARE MSCI EAFE ETF4.3K shares14.03%2026-03-312026-05-12

CVX CHEVRON CORPORATION COM1.9K shares12.58%2026-03-312026-05-12

EWI ISHARES MSCI ITALY ETF7.0K shares0.00%2026-03-312026-05-12

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND13.7K shares34.05%2026-03-312026-05-12

GE AEROSPACE COM NEW GE AEROSPACE COM NEW1.2K shares3.85%2026-03-312026-05-12

ABT ABBOTT LABORATORIES COM3.4K shares0.06%2026-03-312026-05-12

Sponsored

DTE DTE ENERGY CO COM2.3K shares0.00%2026-03-312026-05-12

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF2.8K shares-1.74%2026-03-312026-05-12

LOW LOWES COS INC COM1.4K shares0.00%2026-03-312026-05-12

NI NISOURCE INC COM6.9K shares-3.70%2026-03-312026-05-12

BDX BECTON DICKINSON & CO COM2.0K shares0.00%2026-03-312026-05-12

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND6.3K shares0.00%2026-03-312026-05-12

RWL INVESCO S&P 500 REVENUE ETF2.7K shares-0.41%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP COM1.7K shares0.00%2026-03-312026-05-12

Sponsored

ISHARES GOLD TRUST ISHARES GOLD TRUST3.4K shares3.61%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC COM5.8K shares-11.81%2026-03-312026-05-12

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND6.1K shares0.00%2026-03-312026-05-12

QLD PROSHARES ULTRA QQQ4.7K shares0.00%2026-03-312026-05-12

EIX EDISON INTL COM3.8K shares0.00%2026-03-312026-05-12

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM2.4K shares0.00%2026-03-312026-05-12

EWG ISHARES MSCI GERMANY ETF6.8K shares-3.55%2026-03-312026-05-12

ELV ELEVANCE HEALTH INC FORMERLY A COM914 shares5.18%2026-03-312026-05-12

Sponsored

HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF10.4K shares-18.58%2026-03-312026-05-12

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I436 shares5.83%2026-03-312026-05-12

WWD WOODWARD INC COM700 shares0.00%2026-03-312026-05-12

SYK STRYKER CORPORATION COM735 shares-2.78%2026-03-312026-05-12

IJR ISHARES CORE S&P SMALL CAP ETF1.9K shares11.43%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC CL A1.6K shares11.56%2026-03-312026-05-12

F FORD MTR CO COM20.8K shares1.53%2026-03-312026-05-12

PLD PROLOGIS INC. COM1.8K shares-2.32%2026-03-312026-05-12

Sponsored

IWR ISHARES RUSSELL MIDCAP ETF2.4K shares0.04%2026-03-312026-05-12

NULV NUVEEN ESG LARGE-CAP VALUE ETF5.0K shares-2.56%2026-03-312026-05-12

DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND6.0K shares0.00%2026-03-312026-05-12

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF362 shares1.12%2026-03-312026-05-12

HD HOME DEPOT INC COM655 shares-5.62%2026-03-312026-05-12

BP BP PLC SPONSORED ADR4.5K sharesnew addition2026-03-312026-05-12

MU MICRON TECHNOLOGY INC COM610 sharesnew addition2026-03-312026-05-12

FCX FREEPORT MCMORAN INC CL B3.5K sharesnew addition2026-03-312026-05-12

Sponsored

NULG NUVEEN ESG LARGE-CAP GROWTH ETF2.2K shares0.00%2026-03-312026-05-12

CAH CARDINAL HEALTH INC COM952 sharesnew addition2026-03-312026-05-12

CHI CALAMOS CONV OPPORTUNITIES & I SH BEN INT18.3K shares0.00%2026-03-312026-05-12

NLST NETLIST INC COM10.6K shares-0.15%2026-03-312026-05-12

HIGHLANDS REIT INC COM HIGHLANDS REIT INC COM16.0K shares0.00%2026-03-312026-05-12

ENZOLYTICS INC COM ENZOLYTICS INC COM1.9M shares0.00%2026-03-312026-05-12

VONE

VANGUARD RUSSELL 1000 ETF

0.96%

Shares250.9K

Event2026-03-31

Filed2026-05-12

DBEF

XTRACKERS MSCI EAFE HEDGED EQUITY ETF

51.69%

Shares924.4K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD VALUE ETF

-1.52%

Shares167.9K

Event2026-03-31

Filed2026-05-12

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

2.13%

Shares145.7K

Event2026-03-31

Filed2026-05-12

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

4.65%

Shares575.5K

Event2026-03-31

Filed2026-05-12

ICVT

ISHARES CONVERTIBLE BOND ETF

1.69%

Shares93.3K

Event2026-03-31

Filed2026-05-12

SRLN

STATE STREET BLACKSTONE SENIOR LOAN ETF

6.26%

Shares232.5K

Event2026-03-31

Filed2026-05-12

GHYG

ISHARES US & INTL HIGH YIELD CORP BOND ETF

3.53%

Shares203.0K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC COM

4.06%

Shares36.0K

Event2026-03-31

Filed2026-05-12

VWOB

VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

4.19%

Shares139.1K

Event2026-03-31

Filed2026-05-12

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

6.45%

Shares187.0K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP COM

-10.82%

Shares50.1K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION COM

1.65%

Shares34.4K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES CORE S&P MID-CAP ETF

-71.07%

Shares88.1K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC COM

38.28%

Shares26.5K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP COM

17.05%

Shares14.8K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO COM

6.97%

Shares5.9K

Event2026-03-31

Filed2026-05-12

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

4.01%

Shares103.0K

Event2026-03-31

Filed2026-05-12

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

2.74%

Shares180.3K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON COM

-5.75%

Shares18.1K

Event2026-03-31

Filed2026-05-12

BROADCOM INC COM

10.72%

Shares14.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC CAP STK CL A

4.04%

Shares14.7K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO COM

5.86%

Shares28.2K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO COM

5.41%

Shares13.7K

Event2026-03-31

Filed2026-05-12

FNDA

SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF

-3.30%

Shares122.8K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED CL A

11.50%

Shares7.6K

Event2026-03-31

Filed2026-05-12

VISA INC COM CL A

11.07%

Shares12.4K

Event2026-03-31

Filed2026-05-12